Schedule a meeting from messages

Scheduling can be conducted by any tax preparer. In order to schedule an appointment with a clients (tax payer) they must be added first under the  clients module.  The administrator and tax preparer can also set their own scheduling and allow clients (tax payers) to schedule sessions.

Here are directions how to schedule:

Step 1: Click on the  Messaging module

Step 2: Open any conversation you've had with a client

Step 3: On the right hand side of the screen you can schedule an appointment, email or face time

Important: Please make sure that you create an appointment type before attempting to schedule

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